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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 1/8/2019 4:04 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 4317
Template/Type: Brandon Time
Title/Caption: Working with Shannon
Start Date/Time: 1/22/2019 3:00 pm
End Date/Time: 1/22/2019 4:30 pm
Main Status: Active

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Notes:

Reminder for me: Follow-up on graphical sales flyer, custom emails, and adilas market.

Shannon and I met over a Zoom session (Steve was using the GoToMeeting session for a sales demo). We got going and I showed Shannon a few of the things and projects that I was working on. Limiting certain query tools to 100,000 records or less, maintaining customer tax category settings in the cart, etc. In a small way, they, the current projects, played into some of our other discussions. By way of a report, Shannon said that she had been working on some content for the new graphical sales flyer. We spent most of our time talking about what we really want there. The sales flyer is not done and is somewhat of an open book. We want to make it fun, visual, and really get what they are getting and/or getting into in front of them. Mixing those pieces will be a challenge.

We talked about all kinds of things that normally may or may not be on a sales flyer. We talked about being a good fit, explaining the open market concepts (adilas market or adilas world), setting realistic expectations, steps for success, how to set an attainable goal, how to eat an elephant (step by step or bite by bite process vs trying to take down the whole thing at once), cause and effect decisions, training, setup, self-serve model, and how custom plays into that mix. Shannon took a number of notes and I passed her over some links and documents that had some good ideas. We setup another meeting for next week. Our plan is to keep chipping away at things and hopefully come up with a great sales tool that inspires and also educates our client base.

Here are a couple of the links that I sent to Shannon.

https://data0.adilas.biz/top_secret/time_web_gallery.cfm?corp=748&id=3957 - notes from a training session in Denver. Search this for the key word "Kelly". We recorded a session where Kelly Whyman, power adilas rep, was talking about setup, training, and steps to success with the adilas platform.

https://data0.adilas.biz/intro_to_adilas.pdf - older PDF sales flyer with some light info about adilas and our model.